Snapshots That Wow!

Yahan banana tha, humein banana nahi tha

“Well, the share of Asian imports relative to US domestic output actually WENT UP in 2025.

Companies rerouted supply chains through Southeast Asia and Mexico. They didn't build American factories.

The supply chains moved. The factories didn't.”

Source: Bloomberg

The journey from diagnosis to prognosis is long

"A decade ago, AI was supposed to replace radiologists. Today, radiologists make more than $500,000 per year, and their employment continues to grow, see chart below. Reading scans is a task, not a job, and when the task gets cheaper, demand for the job grows."

Source: James Pethokoukis

Lord Shiva (Tamohara) rides on bulls for a reason ;)

A friendly periodic reminder than bear markets pale in comparison to bull markets in both- quantum of the move as well as the duration.

Source: Peter Mallouk

Ab hum mangal par grahan honge!

Musk hai toh mumkin hai!

“Elon Musk will receive 200 million super-voting shares in SpaceX ONLY IF the company establishes a permanent Mars colony with at least 1 million people.”

Iss daam mein dum hai!

At almost $400bn revenue and still growing at 16% y-o-y. What are we paying 25 TTM P/E for?

Source: Alphabet IR

1+1 = 3?

The claim that EVs will make you fully independent from crude oil is not supported by empirical data. By 2024 nearly 1 in 3 Norwegian cars was battery-electric - yet national oil demand sits within 10% of its all-time peak. Cars are only part of the oil story: trucks, ships, aviation, industry and petrochemicals keep the barrel count high.

Source: Energy Institute